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Invesco Ltd.

IVZ
交易所
NYSE
產業
Investment Advice
SEC CIK
0000914208

近 90 天，Invesco Ltd. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 674 家機構在 13F 申報持有，市值合計 $112.0 億；大師中只有Trian 基金管理持有。

2026 年第 1 季與 2025 年第 4 季比較

持有 Invesco Ltd. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

IVZ 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數63110639+18
股數4.12 億5,733 萬4.19 億+6,481 萬 (+18.3%)
市值$108.2 億$15.1 億$101.8 億+$8.72 億 (+9.4%)

10 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（92 家）

2026 年第 1 季季末持有 Invesco Ltd.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 IVZ 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC27,965,063$6.79 億0.02%
Vanguard Portfolio Management LLC19,262,823$4.68 億0.02%
Vanguard Fiduciary Trust Co2,468,123$5,995 萬0.02%
Alyeska Investment Group, L.P.1,167,558$2,836 萬0.08%
Vanguard Global Advisers, LLC971,950$2,361 萬0.01%
Todd Asset Management LLC926,713$2,251 萬0.44%
Voloridge Investment Management, LLC906,701$2,202 萬0.09%
Endure Capital Management, LLC461,606$1,121 萬7.79%
ExodusPoint Capital Management, LP343,851$835.2 萬0.08%
Vanguard Asset Management, Ltd328,387$797.7 萬0.01%
Connor, Clark & Lunn Investment Management Ltd.259,797$631.0 萬0.01%
Financiere des Professionnels - Fonds d,investissement inc.207,800$504.7 萬0.30%
Jump Financial, LLC197,601$480.0 萬0.07%
Vista Investment Partners LLC186,645$453.4 萬1.20%
Cinctive Capital Management LP177,881$432.1 萬0.28%
CIBC Bancorp USA Inc.161,779$393.0 萬0.01%
Vista Investment Partners II, LLC118,799$288.6 萬1.30%
Ruffer LLP112,202$273.3 萬0.11%
Vanguard Investments Australia, Ltd.90,129$218.9 萬0.01%
VARCOV Co.79,037$192.0 萬0.72%
Northstar Advisory Group, LLC71,978$174.8 萬0.67%
BNP Paribas66,573$161.5 萬0.05%
FORA Capital, LLC66,449$161.4 萬0.12%
Brighton Jones LLC58,774$142.8 萬0.03%
Great Lakes Advisors, LLC58,614$142.4 萬0.01%
Axq Capital, LP58,590$142.3 萬0.18%
Allstate Corp57,259$139.1 萬0.01%
Kentucky Retirement Systems36,598$133.2 萬0.10%
Quantbot Technologies LP52,177$126.7 萬0.05%
Illinois Municipal Retirement Fund51,617$125.4 萬0.02%
Wealthstar Advisors, LLC45,240$109.9 萬0.65%
Friedenthal Financial44,687$108.5 萬0.55%
Magnetar Financial LLC43,216$105.0 萬0.01%
Campbell & CO Investment Adviser LLC31,676$76.9 萬0.04%
BTG Pactual Asset Management US LLC30,481$74.0 萬0.07%
Emerald Investment Advisers, LLC26,993$65.6 萬0.06%
Bull Harbor Capital LLC26,071$63.3 萬0.17%
Three Seasons Wealth, LLC25,369$61.6 萬0.24%
Gladstone Institutional Advisory LLC20,353$49.4 萬0.02%
DnB Asset Management AS18,645$45.3 萬0.00%
WealthBridge Capital Management, LLC16,301$39.6 萬0.09%
Vestcor Inc15,673$38.1 萬0.01%
nVerses Capital, LLC15,009$36.5 萬0.33%
Atria Investments LLC14,785$35.9 萬0.00%
Quantitative Investment Management, LLC14,539$35.3 萬0.04%
Pensionmark Financial Group, LLC13,566$33.0 萬0.01%
Edgestream Partners, L.P.12,844$31.2 萬0.01%
Frec Markets, Inc.12,507$30.4 萬0.05%
Lido Advisors, LLC11,742$28.5 萬0.00%
VestGen Advisors, LLC9,973$28.3 萬0.01%
QTR Family Wealth, LLC11,126$27.5 萬0.11%
Optas, LLC10,876$26.4 萬0.04%
Thurston, Springer, Miller, Herd & Titak, Inc.26,860$26.4 萬0.11%
Odyssean, LLC10,391$25.2 萬0.09%
Fox Run Management, L.L.C.10,437$24.3 萬0.04%
McGuire Capital Advisors Inc9,338$22.7 萬0.15%
Ascent Group, LLC9,206$22.4 萬0.01%
Everhart Financial Group, Inc.8,557$20.8 萬0.02%
Victory Financial Group, LLC8,490$20.6 萬0.03%
Pinpoint Asset Management (Singapore) Pte. Ltd.3,992$9.70 萬0.02%
Intentional Wealth Strategies, LLC3,360$8.16 萬0.08%
Eurizon Capital SGR S.p.A.2,574$6.02 萬0.00%
Innovative Asset Advisors Group, LLC2,040$4.95 萬0.03%
Meeder Asset Management Inc1,881$4.57 萬0.00%
Salem Investment Counselors Inc750$1.82 萬0.00%
Wealth Preservation Advisors, LLC739$1.79 萬0.01%
Owl Creek Wealth Partners LLC689$1.67 萬0.01%
Twin Peaks Wealth Advisors, LLC447$1.09 萬0.00%
Penserra Capital Management LLC414$1.00 萬0.00%
LRI Investments, LLC302$7,3360.00%
Golden State Equity Partners211$5,1240.00%
Marquette Asset Management, LLC187$4,5430.00%
Whipplewood Advisors, LLC166$4,0320.00%
Synergy Investment Management, LLC129$3,1330.00%
Bare Financial Services, Inc108$2,6230.00%
Arlington Trust Co LLC78$1,8950.00%
Atlantic Union Bankshares Corp74$1,7970.00%
Bogart Wealth, LLC62$1,5060.00%
Richardson Financial Services Inc.60$1,4580.00%
North Star Investment Management Corp.43$1,0440.00%
Trust Co of Toledo NA30$7290.00%
Vermillion Wealth Management, Inc.28$6800.00%
Cassaday & Co Wealth Management LLC20$4860.00%
Portus Wealth Advisors, LLC20$4860.00%
Bell Investment Advisors, Inc19$4620.00%
TopTier Wealth Management, LLC13$3160.00%
Signature Equity Partners, LLC6$1460.00%
3 Factor Indexing, LLC5$1220.00%
Raffa Wealth Management, LLC4$970.00%
Curio Wealth, LLC3$730.00%
Annis Gardner Whiting Capital Advisors, LLC2$490.00%
Highline Wealth Partners LLC1$240.00%

清倉機構（74 家）

2025 年第 4 季季末持有 Invesco Ltd.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 IVZ 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Samlyn Capital, LLC4,211,041$1.11 億
Moore Capital Management, LP670,080$1,760 萬
Swiss Life Asset Management Ltd584,622$1,536 萬
Hotchkis & Wiley Capital Management LLC312,980$822.2 萬
Lighthouse Investment Partners, LLC269,472$707.9 萬
EAM Investors, LLC200,876$527.7 萬
IMC-Chicago, LLC168,274$442.1 萬
Jefferies Financial Group Inc.167,823$440.9 萬
Kingsview Wealth Management, LLC147,946$388.7 萬
CIBC World Markets Inc.114,000$299.5 萬
Fedenia Advisers LLC97,690$256.6 萬
Valueworks LLC90,614$238.0 萬
Two Sigma Advisers, LP75,200$197.6 萬
Vident Advisory, LLC74,243$195.0 萬
Woodline Partners LP67,739$178.0 萬
Norris Financial Group, LLC66,849$175.6 萬
Susquehanna Fundamental Investments, LLC57,621$151.4 萬
Oak Thistle LLC54,851$144.1 萬
Machina Capital S.A.S.49,928$131.2 萬
Lecap Asset Management Ltd46,272$121.6 萬
Integrated Quantitative Investments LLC45,984$120.8 萬
Park Capital Management, LLC45,824$120.4 萬
Harvest Investment Services, LLC41,834$109.9 萬
Invst, LLC41,556$109.2 萬
Impact Partnership Wealth, LLC36,711$96.4 萬
Bridgewater Associates, LP28,015$73.6 萬
Balyasny Asset Management LLC25,242$66.3 萬
Vinva Investment Management Ltd15,136$59.8 萬
Groupama Asset Managment22,622$59.4 萬
iA Global Asset Management Inc.21,010$55.2 萬
USA Financial Portformulas Corp20,665$54.3 萬
Forum Financial Management, LP19,145$50.3 萬
Hudson Bay Capital Management LP18,710$49.2 萬
State of Wyoming16,875$44.3 萬
Farringdon Capital, Ltd.16,564$43.5 萬
Tennessee Valley Asset Management Partners16,521$43.4 萬
NBC Securities, Inc.16,267$42.7 萬
XTX Topco Ltd15,901$41.8 萬
Dynamic Technology Lab Private Ltd14,945$39.3 萬
Investors Research Corp13,600$35.7 萬
Boothbay Fund Management, LLC12,957$34.0 萬
R Squared Ltd11,300$29.7 萬
Sivia Capital Partners, LLC11,073$29.1 萬
Acadian Asset Management LLC10,831$28.4 萬
GTS Securities LLC9,598$25.2 萬
Perigon Wealth Management, LLC9,228$24.2 萬
AlphaStar Capital Management, LLC8,918$23.4 萬
Manske Wealth Management8,716$22.9 萬
Laird Norton Trust Company, LLC8,463$22.2 萬
Keel Point, LLC8,300$21.8 萬
Avantax Planning Partners, Inc.8,187$21.5 萬
AlphaCore Capital LLC8,041$21.1 萬
Aster Capital Management (DIFC) Ltd7,714$20.3 萬
SageView Advisory Group, LLC3,554$9.34 萬
Strategic Investment Solutions, Inc.3,005$7.89 萬
Intact Investment Management Inc.3,000$7.88 萬
CFG Wealth Management Services, Inc.3,000$7.88 萬
Garton & Associates Financial Advisors LLC1,332$4.21 萬
Sentry Investment Management LLC1,236$3.20 萬
Independence Bank of Kentucky1,210$3.18 萬
DV Trading LLC1,000$2.63 萬
Elyxium Wealth, LLC784$2.06 萬
Curat Global, LLC710$1.87 萬
TD Capital Management LLC625$1.64 萬
Cape Investment Advisory, Inc.478$1.26 萬
Strategic Advocates LLC259$6,853
Eastern Bank161$4,229
Howard Hughes Medical Institute96$2,522
Clark Wealth Partners58$1,524
Valley National Advisers Inc39$1,000
Investors Portfolio Services LLC30$797
Lloyd Advisory Services, LLC.29$755
Wealth Watch Advisors, INC22$578
Luken Investment Analytics, LLC10$263

尚未申報 2026 年第 1 季的機構（10 家）

2025 年第 4 季季末持有 Invesco Ltd.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 IVZ、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc52,965,761$13.9 億
Norges Bank3,902,656$1.03 億
Gifford Fong Associates255,393$670.9 萬
Brandywine Global Investment Management, LLC123,780$325.2 萬
CIBC World Markets Corp46,472$122.1 萬
CIBC Private Wealth Group, LLC27,768$72.9 萬
Global Retirement Partners, LLC6,225$16.4 萬
Trust Co of Vermont655$1.72 萬
DV Equities, LLC624$1.64 萬
ORG Partners LLC225$5,906